Log in


              GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange - XPX Charlotte Chapter 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 10, 2021
    • 6:00 PM - 7:30 PM (EDT)
    • South Park location (details to be provided after registration)
    Register

    XPX Charlotte MEMBERS ONLY SOCIAL


    Please join your fellow XPX Charlotte members in-person in a casual social setting to get acquainted and celebrate the first official social event of our chapter!


    Pricing:

    Free, Purchase your own drinks

    This is an XPX Charlotte Member event only at no charge for this event, but registration is required. No guests please, membership will be verified





    GOLD SPONSOR





    SILVER SPONSORS











    BRONZE SPONSORS



    /









    • August 11, 2021
    • 11:20 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.




    GOLD SPONSOR







    SILVER SPONSORS












    BRONZE SPONSORS



    /









    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

Next Chapter Events

OUR SPONSORS

We could not have quality programming without our sponsors!

Gold Sponsor

SILVER SPONSORS

Bronze SPONSORS

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy